Perfromance Wealth Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.1M | Buy |
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|
2025
Q2 | $1.41M | Buy |
|
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|
2025
Q1 | $740K | Buy |
|
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|
2024
Q4 | $754K | Sell |
|
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|
2024
Q3 | $763K | Buy |
|
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|
2024
Q2 | $279K | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $448K | Sell |
|
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|
2023
Q2 | $572K | Sell |
|
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|
2023
Q1 | $4.71M | Sell |
|
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|
2022
Q4 | $6.97M | Sell |
|
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|
2022
Q3 | $7.28M | Sell |
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|
2022
Q2 | $8.4M | Sell |
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|
2022
Q1 | $12.6M | Buy |
|
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|
2021
Q4 | $8.38M | Buy |
|